Directed the financial reporting productions for five clients, consisting of hundreds of billions in assets and approximately 100 mutual funds. Strategically plan and execute the production schedules for the reporting cycles for five clients.
Key Skills: Problem solving, Strategic Planning, Financial Analysis, Expense Budgeting and Forecasting, Variance Analysis, Financial Reporting, Project Management and Execution, Communication, System Conversions, Relationship Concensus Building, Talent Development, Knowledge of Investments. Strong Microsoft Office Skills.
- Date: October 12 2018
- Location: Oakdale, MN